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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,025 | $157,829-84.1% | $136,867-81.7% | $198,609-87.4% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 16.66% | 51.25%-34.6pp | 42.97%-26.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,395 | $3,923-64.4% | $3,547-60.7% | $5,055-72.4% |
| Participant deferral / active EE | $2,865 | $5,463-47.6% | $4,924-41.8% | $6,977-58.9% |
| Admin fee / account holder | $336 | $11,107-97.0% | $10,340-96.8% | $19,030-98.2% |